Succession Planning and Valuing the Smaller Accounting Firm SPONSORED BY:               This webinar will teach you how to value the accounting firm of 4 partners or less and decide when should you start to plan your succession. Also, learn the alternative deal structures, how to choose your successor, transition the relationships to your successor firm, and what to charge for your share of the firm. For a detailed description of the Webinar, please click here. Who Should Attend Partners of firms that have 4 partners or less. Partners interested in acquiring a firm or need to plan their own succession. Partners who are 5 years or less from reducing your time commitment to your firm. What You Learn The variables that impact how to value your firm and alternative deal structures. How to address the classic situation wherein some of your partners will be seeking a role reduction over the next 5 years while others want to work 10 plus years; how can we help both obtain their goals? Benefits of Attending Learn the options of succession planning that exist enables one to make a more informed choice on how to deal with their own situation and achieve their goals. Learn how to maximize the value of your firm. Level of expertise needed - Beginner Prerequisite - none This is a group Internet-based offering. The instructional method will be lecture with active group participation and will use visual aids.     Registration closes at 5pm ET the day prior to webinar. Click webinar date by your membership level to register. Professional Members: $0 5/6/10    9/23/10 Premium Members: $99 5/6/10    9/23/10 Standard/Non-members: $275 5/6/10    9/23/10 Click here for membership details and to become a member. Professional Membership ($299 per year) is the most cost effective level for multiple Webinar attendees. To view our catalog of over 80 presentations in 2010, click here.

Joel Sinkin Since 1990, Joel Sinkin, principal of Accounting Transition Advisors, has consulted on over 900 accounting firm M&A transactions. Joel has written widely and taught professionals about this subject in workshops, web casts, and coaching programs on behalf of the AICPA and many other organizations.       5/6/10 repeated 9/23/10 1:00-2:40 pm Eastern Time       CPA Leadership Institute is devoted to the enhancement of leadership and management development in CPA firms. Its repertoire of tools and reports includes CPA Leadership Report, Leadership Forum Report, Best Practices Tips, the Discussion Forum, the Webinar series, and more. For more information or to become a member, click here. CPE & Participation Hours Entitlement Participants are entitled to 2 CPE credits. For more information, please click here. Refunds will be issued to participants, less a $45 cancellation fee, provided they cancel prior to the day of the event. All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or jshiffrin@cpaleadership.com. CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit.  Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417.  Web site: www.nasba.org.